Matrix Partners Management Services, L.P. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Matrix Partners Management Services, L.P.
  • Sponsor EIN: 364496070
  • Sponsor Address: 101 MAIN STREET, 17TH FLOOR, CAMBRIDGE, MA, 021421519
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $21.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$21.4M$992,616$0
202324$18.1M$962,964$0
202222$14.5M$820,704$0

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